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This Government Contract opportunity from California was posted on May 29, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Investment Policy & Strategy Development

Closed
State & Local

Contract Overview

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The contract involves the development and periodic updating of the Investment Policy Statement (IPS), which serves as a foundational document guiding the management of investment portfolios. Key responsibilities include defining strategic asset allocation frameworks that align with the Deferred Compensation Plan (DCP) objectives, ensuring that investment decisions support long-term financial goals. Additionally, the contract requires establishing governance structures that provide oversight and maintain adherence to the policy, thereby promoting transparency and accountability within the investment process. This subcontract opportunity, posted on May 29, 2026, is managed by the California Personnel agency and is set for performance in Los Angeles. Interested parties must submit their responses by July 16, 2026. The contract falls under the NAICS code 541611, which encompasses administrative management and general management consulting services. Although specific contact details and set-aside provisions are not provided, the solicitation is accessible for review and response via the designated online platform.

General Info

Develop and update Investment Policy Statement aligning with Deferred Compensation Plan goals.

Agency

California → PersonnelView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

Los Angeles, CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 228826.

The full solicitation package (12 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Deferred Compensation Plan (DCP) Investment Consulting Services

AI Contract Breakdown

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Timeline

PhaseClosed
Posted

subcontract

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Personnel
ContactsNo contacts available
OfficeN/A
Organization / Agency
California → Personnel
View Agency Profile
Office AddressN/A
ContactsNo contact information available

Full Description

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Develop and update the Investment Policy Statement (IPS), define asset allocation strategies, and establish governance frameworks aligned with DCP objectives.